Knowledge is Capital. Complimentary Northwest Roundtables.
We believe every family and small business owner deserves transparent financial education without sales pressure. Join our upcoming roundtables featuring legal, tax, and insurance masters.
Seattle September Roundtable
Agenda & Discussion Topics:
- Living Trusts vs. Basic Wills — Protecting family assets and avoiding probate
- Safeguarding Adult Family Homes and businesses from operational liability
- Section 162 Executive Bonus Plans to retain leadership and lower taxes
- Retirement Strategies — Comparing 401(k), IRAs, and Fixed Indexed Annuities
- Generational Wealth — Building debt-free college funds and early security for kids
Reserve Your Free Seat
Space is strictly limited to ensure personal interaction with speakers. No cost to attend.
Past Financial Roundtables & Forums
Highlights from previous educational sessions hosted across the Puget Sound region.
Seattle February Roundtable
Theme: "Make Money & Protect Your Family's Future"
Hampton Inn, Federal Way
Wealth Management & Family Legacy Seminar
Theme: "Building, Protecting and Transferring Generational Wealth"
Hampton Inn & Suites, Tacoma / Puyallup
Seattle May Roundtable
Theme: "Make Money and Make It Work"
Hampton Inn, Federal Way
Can't Make It in Person? Request a 1-on-1 Strategy Summary.
Michael Wanjiku and our advisory team will review the core concepts with you directly over phone or video conference.